Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Preface
17
Objective
17
Target Audience
19
Structure of This Book
20
Acknowledgments
23
1 Introduction to Payroll with SAP SuccessFactors
25
1.1 Payroll with SAP
26
1.2 Payroll Processes
34
1.2.1 Receiving Human Resources Master Data
35
1.2.2 Maintaining Payroll Data
36
1.2.3 Maintaining Time Data
39
1.2.4 Receiving Vendor Deduction Data
41
1.2.5 Running Simulations
42
1.2.6 Validating the Simulation Results
43
1.2.7 Running Production
44
1.2.8 Sending Pay Data to Banks
45
1.2.9 Sending Deduction Data to Vendors
46
1.2.10 Validating Postings
47
1.2.11 Reporting Wages
51
1.3 Entity Relationship Diagrams
53
1.4 Summary
54
2 Configuring Payroll Elements
55
2.1 Wage Types
55
2.1.1 Concepts
56
2.1.2 Categories of Wage Types
56
2.1.3 Attributes of Wage Types
57
2.1.4 The Lifecycle
57
2.1.5 Processing Classes
58
2.1.6 Cumulations
60
2.1.7 Creating a New Wage Type
60
2.1.8 Documentation and Numbering
61
2.2 Payroll Infotypes
63
2.2.1 Personal Data
64
2.2.2 Payroll/Compensation Data
68
2.2.3 Tax Data
80
2.2.4 Benefits Data
85
2.2.5 Garnishments
89
2.3 Schemas and Rules
91
2.3.1 Payroll Driver
92
2.3.2 Main Schema and Its Subschemas
93
2.3.3 Tables
96
2.3.4 Rules and Operations
96
2.4 Benefits
98
2.4.1 Types of Benefits
98
2.4.2 Benefits Processing
99
2.5 Subsequent Processing
100
2.5.1 Finance Postings
100
2.5.2 Third-Party Remittances
105
2.5.3 Electronic Funds Transfers, Including Data Medium Exchange
110
2.6 Summary
111
3 System Provisioning
113
3.1 Activating Employee Central Payroll Integration
113
3.2 Setting Up the Succession Data Model for Master Data Replication
115
3.3 Setting Up the Corporate Data Model
118
3.4 Setting Up the Country-Specific Succession Data Model
119
3.5 Setting Up the Web Service
120
3.6 Enabling Push Replication from Provisioning
121
3.7 Summary
121
4 Configuring Employee Central
123
4.1 Permissions for Employee Central Payroll
123
4.1.1 Administrator Role
124
4.1.2 General User Role
126
4.2 Configuration
127
4.2.1 Using the Check Tool
127
4.2.2 Using Employee Central Payroll System Information
129
4.2.3 Setting Up Payroll Configuration
129
4.2.4 Setting Up Pay Data in Payroll Block for Employee Self-Service
133
4.2.5 Uploading the Picklists
134
4.2.6 Exporting and Importing Payroll Calendar Date Information
135
4.3 Completing Payroll Tasks (Optional)
140
4.4 Payroll Information Application in Employee Central (Optional)
146
4.5 Summary
147
5 Configuring Employee Central Payroll
149
5.1 Switches for Payroll
150
5.2 Defining Settings in Personnel Administration
154
5.2.1 Key Fields
155
5.2.2 Basic Settings
161
5.2.3 Payroll Organizational Data
167
5.2.4 Basic Pay
168
5.2.5 Recurring Payments and Deductions
170
5.2.6 Additional Payments
174
5.2.7 Communications
177
5.2.8 Actions
177
5.2.9 Disabling the Transport Connection for Personnel Planning
179
5.2.10 Integration between Personnel and Organization Data
180
5.3 Setting Up Pay Statements in Employee Central Payroll
181
5.3.1 HR Forms
181
5.3.2 Business Add-Ins for Pay Statements
181
5.3.3 Additional Pay Statement Security
182
5.4 Setting Up Concurrent Employment
182
5.5 Security in Employee Central Payroll
184
5.5.1 Defining Roles
184
5.5.2 Creating Users
188
5.6 Summary
190
6 Integration
191
6.1 Integration Technologies
191
6.1.1 File-Based Integration
192
6.1.2 Web Services
197
6.1.3 Application Programming Interfaces
197
6.1.4 SAP Integration Suite
199
6.2 Time Data
200
6.3 Benefits Data
202
6.4 Finance Data
203
6.5 Summary
206
7 Master Data Integration
207
7.1 Infotype Filtering
208
7.2 Defining Customer-Specific Activities
209
7.2.1 Assigning Code Values
210
7.2.2 Dealing with Organizational Elements
217
7.2.3 Wage Types
219
7.2.4 Extensibility
227
7.3 Country Filtering
234
7.4 Migration and Cutover Scenarios
235
7.5 Activating User Interface Integration Services
240
7.6 Setting Up the Connection to Employee Central
242
7.7 Scheduling Master Data Replication from Employee Central to Employee Central Payroll
244
7.8 Enabling Push Replication
247
7.9 Using Mapping Check Tools in Employee Central Payroll
251
7.10 Summary
252
8 Master Data Replication
253
8.1 Maintaining Personnel Numbers
255
8.1.1 Using the Assignment ID
257
8.1.2 Enforcing New Employment Using Business Rules
263
8.2 Job Information: Infotypes 0000, 0001, 0007, and 0008
266
8.2.1 Infotype 0000
266
8.2.2 Infotype 0001
268
8.2.3 Infotype 0007
271
8.2.4 Infotype 0008
275
8.2.5 Events
277
8.2.6 Jobs, Positions, and Organizational Units
285
8.2.7 Locations
286
8.3 Compensation Information: Infotype 0001
286
8.4 Biographical Information: Infotype 0002
287
8.5 Personal Information: Infotype 0002
289
8.6 National ID Card: Infotype 0002
291
8.7 Address Information: Infotype 0006
292
8.8 Payment Information: Infotype 0009
296
8.9 Pay Component Recurring: Infotypes 0008 and 0014
302
8.10 Pay Component Non-Recurring: Infotype 0015
305
8.11 Contract Elements: Infotype 0016
306
8.12 Dependents Information: Infotype 0021
306
8.13 Cost Distribution: Infotype 0027
307
8.14 Dates: Infotype 0041
308
8.15 Email Address Information: Infotype 0105
310
8.16 National ID Card: Infotype 0185
311
8.17 Work Permit: Infotype 0185
311
8.18 Additional Off-Cycle Payments: Infotype 0267
312
8.19 Higher Duty or Temporary Assignment: Infotype 0509
314
8.20 Summary
315
9 Using the Payroll Control Center
317
9.1 Key Payroll Features
317
9.1.1 Scheduled and Off-Cycle Processes
318
9.1.2 Validations
319
9.1.3 Key Performance Indicators
321
9.1.4 Alerts
323
9.1.5 Solutions for Errors
324
9.1.6 Collaboration
324
9.2 Payroll Simulation
325
9.3 Payroll Processing
326
9.3.1 Performing Payroll Processing
327
9.3.2 Reports to Confirm Periodic Payroll
328
9.4 Post-Payroll Processing
334
9.5 Practical Example
334
9.6 Summary
341
10 Configuring the Payroll Control Center
343
10.1 Concepts
343
10.2 Roles and Applications
347
10.3 Configuring the Payroll Control Center in Employee Central Payroll
347
10.3.1 Preparing the Backend System and Enabling Declustering to Store Payroll Result
348
10.3.2 Using the Configuration Workbench
356
10.3.3 Creating Validation Rules
361
10.3.4 Defining Solutions
380
10.3.5 Creating Analytics Charts
385
10.3.6 Creating Analytics Groupings
386
10.3.7 Creating Step Templates
388
10.3.8 Creating Policy Types and Process Types
394
10.3.9 Creating Policies and Processes
400
10.3.10 Setting Up Authorizations for the Payroll Control Center
411
10.3.11 Technical Tasks for the Payroll Control Center
414
10.4 Configuring the Payroll Control Center in Employee Central
421
10.4.1 Configuring System-Level Objects
421
10.4.2 Setting Up Role-Based Permission for Users
425
10.4.3 Assigning the Employee Central Payroll System to Users
426
10.4.4 Creating a Custom Tile for Audit Trails
427
10.5 Making the Payroll Control Center Operational
430
10.6 Operating the Payroll Control Center
433
10.6.1 My Processes Application
433
10.6.2 Manage Teams Application
439
10.6.3 My Off-Cycles Application
443
10.7 Summary
445
11 Setting Up Pay Statements
447
11.1 Types of Pay Statements
447
11.2 Configuring Pay Statements
449
11.3 Viewing Pay Statements
452
11.3.1 Pay Statement on the My Employee File Page
452
11.3.2 Viewing Pay Statements via Quick Actions on the Latest Homepage
452
11.3.3 Off-Cycle Payment Cards and Reports
453
11.4 Summary
454
12 Using Payroll Results in Employee Central
455
12.1 Configuration
455
12.1.1 Specifying the Relevant Wage Types in Employee Central Payroll
456
12.1.2 Setting Up Import Related Configuration in Employee Central
458
12.1.3 Creating a Business Rule for Payroll Run Type Picklist
459
12.1.4 Creating a Business Rule for Wage Type Picklist
462
12.1.5 Creating a Business Rule for Grouping Reason Picklist
464
12.1.6 Setting Up Payroll Key Figures
465
12.2 Setting Up Specific Permissions
466
12.3 Replicating Payroll Results from Employee Central Payroll to Employee Central
466
12.4 Limitations for Using Payroll Results
467
12.5 Summary
468
13 Setting Up Single Sign-On and Logout
469
13.1 Single Sign-On Basics
470
13.2 Preparing for SAML 2.0
471
13.2.1 Employee Central Payroll
471
13.2.2 Employee Central
473
13.3 Configuring the Employee Central Payroll Service Provider for SAML 2.0
475
13.4 User Mapping and Identification
478
13.5 Establishing Identity Federation
479
13.6 System Settings
480
13.6.1 Browser
480
13.6.2 Mobile Operating System
481
13.7 OAuth 2.0
482
13.7.1 Initial Settings in Employee Central Payroll
482
13.7.2 Setting Up X.509 Keys in Employee Central
483
13.7.3 Configuring the OAuth Identity Provider in Employee Central Payroll
484
13.7.4 Creating Service Users in Employee Central Payroll
485
13.7.5 Registering the OAuth Client in Employee Central Payroll
486
13.7.6 Allowing Outbound Messaging for OAuth in Employee Central
486
13.8 Summary
487
14 Monitoring Tools
489
14.1 Checking the Status of Replicated Employee Data
490
14.2 Using the Employee Central Data Replication Monitor When Replicating Employee Master Data
492
14.3 Using the Application Log: Transaction SLG1
493
14.3.1 Application Log: Setting the Log Level
494
14.3.2 Deleting Expired Business and Technical Logs Using Transaction SLG2
495
14.4 Using Web Services Utilities: Transaction SRTUTIL
496
14.5 Using the Consistency Check Report for Replication Data
497
14.6 Read Access Logging for Employee Central Payroll
499
14.7 Summary
502
15 Troubleshooting
503
15.1 Troubleshooting Master Data Replication from Employee Central to Employee Central Payroll
503
15.1.1 Intercompany Transfer Errors
503
15.1.2 Conflicting Job Information Record Errors
504
15.1.3 Edit Feature Errors
504
15.1.4 Person Already Hired Error
504
15.1.5 Multiple Statuses Error
504
15.2 Enabling the Correction Phase Indicator
505
15.3 Changing the Hire Date
505
15.3.1 Prior to Payroll Run
506
15.3.2 After Payroll Is Run with Hire Date in the Past
509
15.3.3 After Payroll Is Run with Hire Date in the Future
510
15.4 Summary
514
16 Implementation Project Planning
517
16.1 Employee Central Payroll Implementation Phases
517
16.1.1 Discover
518
16.1.2 Design
519
16.1.3 Build
519
16.1.4 Deploy
520
16.1.5 Hypercare
520
16.2 Maintaining a Good Delivery Tracker
520
16.3 Conversion Scope Consideration
521
16.4 Special Testing Considerations
523
16.5 Key Project Considerations
528
16.6 Summary
528
The Authors
529
Index
531